Andy Black

WSFS Mortgage
VP and Sr. Mortgage Loan Orginator
(215) 499-7144
andy.black@wsfsmortgage.com
Banking Finance
Home Group: Philadelphia 5

Bio: As an established mortgage banker, I can help your clients with all of their home purchase and refinance needs across the country.

Elizabeth Ferraro

Timoney Knox
Attorney
(215) 540-2652
eferraro@timoneyknox.com
Attorney
Home Group: Fort Washington 1

Amy Holtz

EOS Worldwide
EOS implementer
(610) 291-2552
amy.holtz@eosworldwide.com
Consultant Service
Home Group: Philadelphia 6

Beth Hurley

Kang Haggerty LLC
(215) 525-5850
bhurley@kanghaggerty.com
Attorney
Home Group: Fort Washington 1

Steven Kantor

KEH Insurance Agency
Executive Vice President
(856) 265-6613
skantor@keh4ins.com
Insurance
Home Group: Philadelphia 3

Bio: Provides insurance solutions for privately held businesses, investors, professional service firms and high-net-worth individuals. Focus includes IP Risk, Technology and Life Science risk. Provide coverage for board members.

Steve Kapfer

Tower CFO
CEO & Founder
(302) 293-6574
steve@towercfo.com
Financial Service
Home Group: Philadelphia 6

Bio: Steve Kapfer is the Founder of Tower CFO, specializing in scaling businesses and simplifying finance. With experience as VP of Finance at a Fortune 500 company, Steve brings strategic insight to help businesses optimize cash flow and drive growth.

Daniel Newell

Stonebridge HR Solutions
Payroll & HR Consultant and Corporate Retirement Plan Advisor
(717) 736-7007
daniel.newell@stonebridgefg.com
Human Resources
Home Group: Harrisburg 1

Stephen Noon

Mercadien
Partner
(609) 689-2359
snoon@mercadien.com
Accountant
Home Group: South Jersey 1

Bio: Partner at a regional accounting firm with over 15 years of experience managing and performing audits, reviews and compilations; evaluating systems of internal controls; and preparing financial statements for privately-held businesses.

Doug Palmer

The Conestoga Group, Inc.
Retirement Plan Advisor
(610) 854-1422
dpalmer@cgiadvisors.com
Investment Advisor
Home Group: Fort Washington 1

Bio: Partners with small businesses (up to 250 employees) on 401k, 403b or other workplace retirement plan needs. Co-fiduciary, investment selection and monitoring, participant education, wellness, benchmarking, dedicated service contact.

Brad Winton

Citi Global Wealth – Law Firm Group
Managing Director – Private Banker
(267) 597-3017
bradford.winton@citi.com
Banking Finance
Home Group: Philadelphia 1

Bio: Wealth Management for Lawyers.